Insight Financial

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Brian began his career in financial planning in 1999. He is an Insurance Agent with Northwestern Mutual. Brian maintains his Life, Accident & Health insurance license. Brian’s area of expertise includes investment management, insurance planning, and estate strategies. He also focuses on retirement planning for clients of all ages.

Brian is a graduate of James Madison University with a Bachelor of Science in Finance. He lives in Wantagh, NY with his wife Sharon and three daughters.

Elisa Hecht began her financial advisory career in 1991. She is a Northwestern Mutual Wealth Management Advisor. Elisa is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, and 63 registrations and her Life, Accident & Health insurance license. She is a Certified Life Underwriter, a Chartered Financial Consultant and is Certified in Long Term Care.

Elisa graduated from Lehigh University in 1991 where she earned a Bachelor’s Degree in Arts of Economics and a Minor in Psychology. She resides in Sands Point, NY with her husband Robert and her two daughters, Jenna and Carly. In her down time, Elisa loves to ski and play tennis.

Lee began his career in insurance and investment planning in 1989. Lee is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license. He is a Certified Life Underwriter and a Chartered Financial Consultant having earned his certifications in 1995. Lee’s area of expertise includes estate planning for high net worth individuals with a focus on business owners where he draws on his extensive experience in estate planning, executive benefits planning including non-qualified and business succession planning.

Lee earned his bachelor’s degree from the University of Michigan. He currently lives in Manhattan. He has a wife and 3 daughters between the ages of 12 and 18.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Aaron Bernthal uses Insight Financial as a marketing name for doing business as representatives of Northwestern Mutual. Insight Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Aaron Bernthal is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Aaron Bernthal is primarily licensed in New York and may be licensed in other states.